$130 Million is the total value of Aufman Associates Inc's 298 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APLS | Apellis Pharmaceuticalsstock | $2,302,000 | -25.0% | 53,642 | 0.0% | 1.92% | -30.4% | |
| ONEQ | Fidelity NASDAQ Composite Index Tracking ETFetf | $387,000 | +2.4% | 754 | 0.0% | 0.32% | -5.0% | |
| PBW | Invesco WilderHill Clean Energy ETFetf | $363,000 | -5.0% | 3,692 | 0.0% | 0.30% | -12.0% | |
| ABBV | AbbViestock | $335,000 | +0.9% | 3,100 | 0.0% | 0.28% | -6.4% | |
| BABA | Alibaba Group Holdings ADRadr | $305,000 | -2.6% | 1,344 | 0.0% | 0.25% | -9.6% | |
| BA | Boeingstock | $275,000 | +19.0% | 1,081 | 0.0% | 0.23% | +10.6% | |
| COP | ConocoPhillipsstock | $267,000 | +32.8% | 5,034 | 0.0% | 0.22% | +23.3% | |
| IJH | iShares Core S&P Mid-Cap Index ETFetf | $265,000 | +13.2% | 1,020 | 0.0% | 0.22% | +5.2% | |
| TWLO | Twiliostock | $264,000 | +0.8% | 775 | 0.0% | 0.22% | -6.4% | |
| EFAX | SPDR MSCI EAFE Fossil Fuel Free ETFetf | $256,000 | +3.2% | 3,188 | 0.0% | 0.21% | -4.5% | |
| ICLN | iShares Global Clean Energy ETFetf | $248,000 | -13.9% | 10,207 | 0.0% | 0.21% | -20.2% | |
| PAYX | Paychexstock | $230,000 | +5.0% | 2,350 | 0.0% | 0.19% | -2.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Small-Cap Index ETF | 16 | Q3 2023 | 27.5% |
| Vanguard 500 Index ETF | 16 | Q3 2023 | 24.1% |
| Vanguard FTSE Developed Markets ETF | 16 | Q3 2023 | 20.0% |
| Vanguard Mid-Cap Growth Index ETF | 16 | Q3 2023 | 4.6% |
| Vanguard FTSE All-World ex US Index ETF | 16 | Q3 2023 | 4.9% |
| iShares Core S&P 500 Index ETF | 16 | Q3 2023 | 2.6% |
| Berkshire Hathaway Cl B | 16 | Q3 2023 | 2.4% |
| Exxon Mobil | 16 | Q3 2023 | 2.0% |
| Apple | 16 | Q3 2023 | 1.2% |
| Microsoft | 16 | Q3 2023 | 1.1% |
View Aufman Associates Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
View Aufman Associates Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.